Trump’s first 100 days in office may have acted as a fillip for global equity returns , but this most unconventional of US presidents will need to roll up his sleeves and deliver on some of his promised tax and regulatory reforms to maintain positive momentum, says Stephen Mitchell, Head of Strategy, Global Equities at Jupiter Asset Management.
In reaction to the Bank of England (BoE) Monetary Policy Committee (MPC) meeting and publication of its inflation report today, Michael Metcalfe, global head of macro strategy at State Street Global Markets, and Alan Wilson, senior investment manager of active fixed income at State Street Global Advisors offer their views.
Marine Le Pen of the National Front (FN) has fallen at the final hurdle in her quest for the Presidency of France. Her failure comes as a great relief to Europe’s markets and political elites – except those UK eurosceptics who thought she might be a friendlier ear during Brexit negotiations. But does it merely buy more time before the last stand of the “globalists”?